Don't get caught up in the debate on large-cap versus small-cap stocks — the real Goldilocks opportunity lies in mid-cap stocks, according to Goldman Sachs.
"Today, mid-cap equities offer investors superior earnings growth at a reasonable price compared with large-caps," Ma wrote in a Tuesday note.
"Mid-cap stocks have typically outperformed both large-caps and small-caps during the 12 months following the first Fed rate cut in an easing cycle," she added.
In addition, mid-caps have "stronger fundamentals" compared with small-cap names, Ma noted.
Here are some of Ma's favorite mid-cap names that are both high quality with potential to grow.
Persons:
Goldman Sachs, Russell, Jenny Ma, Ma, Ma's
Organizations:
Neurocrine Biosciences, BioMarin Pharmaceutical